+136.5%
CEG vs ZBRA
+55.5%
+81.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.9% | +5.7% | +3.7% |
| 7D | +17.8% | -1.2% | +19.0% | +18.3% |
| 30D | -4.5% | -17.8% | +13.3% | +1.0% |
| 3M | +1.5% | -16.0% | +17.5% | +6.6% |
| 6M | -3.5% | +31.4% | -35.0% | -14.5% |
| YTD | -19.7% | +30.9% | -50.6% | -29.9% |
| 1Y | -19.8% | +24.3% | -44.1% | -28.2% |
| All | +136.5% | +55.5% | +81.0% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling